MARIBEL GALINDO **** E Post Oak Ln ● Houston, TX *7055

Tel 305-***-**** • ad3xi8@r.postjobfree.com

SUMMARY

Dynamic and results-driven professional with more than fifteen years of comprehensive banking experience. Proven sales talent to cultivate strategic relationships, increase customer base, and maximize account revenues. Persistence in achieving goals that leads to professional success while building corporate value. EXPERIENCE

Citigroup Global Markets Inc. Houston, TX

Wealth Advisor, International Private Banking November 2018 – January 31, 2024 Responsible for managing a portfolio of $39 millions of affluent and high-net worth individuals in Mexico.

• Developed the Global Executive Banking and Citigold International programs by contacting SkyBlue Unit existing clients to obtain referrals and promoted the wide array of banking and investment services at Citi.

• Increased 110% base client portfolio by requesting referrals to existing clients since January 2020 and deepening existing portfolio by 60%.

• Earned 1.45% in net revenues after presenting proposed product mixed to new clients and rebalancing of existing product mixed.

• Interviewed clients requesting information about their wealth creation to set up Client Risk Framework and Periodic Review in accordance with Anti-Money Laundering Policies.

• Explained and proposed the most appropriate banking and investment program to prospects and existing clients to facilitate their banking and investment experiences.

• Engaging clients in automatization to control their banking needs such as external wire transfers, internal movements, credit card payments and electronic statements and confirmations. Citibank, N.A. Miami, FL

Relationship Manager Associate, Citigold Private Client January 2010 – November 2018 Responsible for managing and assisting a portfolio of $160 millions of high-net worth individuals and commercial clients in South America.

• Developed and managed relationships with existing clients by promoting strong bank leadership resulting in 100% rate of retention.

• Developed referred new relationships when promoting the bank’s brand resulting in 5% increase in assets under management.

• Created sales plan for each relationship to provide an array of services such as investment management, credit, lending, and banking products.

• Assisted clients in selecting important investment opportunities by assessing the short term and long term goals, and maintaining a balance between assets and liabilities.

• Executed and fulfilled trades referred to fixed Income securities (Bonds, Structure Notes) and equities (Common Shares, Preferred Shares, ETFs) as per client request and referred to Managed Products, consistent with client’s Asset Allocation.

• Established transactional pattern to monitor accounts’ transactional movements for each client according to the Suspicious Activity Reporting Program.

Standard Chartered Bank International (Miami) Miami, FL Manager Client Services, Mexico November 2008 – January 2010 In charge of managing and assisting a portfolio of $400 millions of high-net worth individuals and commercial clients in Mexico and Caribbean Area.

• Cultivated and managed new and existing client relationship of high net-worth individuals and their related business resulting in 38% increase in assets under management.

• Consulted clients to assist them to establish their investments objectives and rate return expectations using the investment and product specialists to fulfill those goals.

• Took and executed investment orders directly from clients over the telephone and written instructions to buy and/or sell products.

• Answered or provided information regarding procedural and sales questions and processing client service requests complying with Federal Banking Regulations and Federal Securities Regulations. Standard Chartered Bank International (Miami), formerly American Express International Bank Miami, FL Customer Service Officer, Premium Banking May 2007 – November 2008 Responsible for managing a portfolio of $400 millions of high-net worth individuals and commercial clients in South America.

• Profiled and qualified prospective clients then ensure compliance with legal, regulatory and compliance framework such as Know- Your-Client.

• Managed current clients’ development plans and deepening clients’ relationship through enhanced services and client’s reviews.

• Evaluated and monitored of clients financing activities, legal negotiations and market intelligence.

• Analyzed financial statements of clients’ operations for lending, investments banking and project financial opportunities.

• Ensured that the marketing team support staff adequately fulfills the services needs of clients. Sony Latin America Inc. Miami, FL

Marketing Manager December 2001 – November 2006

Market Development of Digital Image Division, Latin America Region Principal responsibility and accountability for all matters related to strategic planning, marketing analysis and sales operations support for LATAM region of Digital Image Manufacturer with $580 Million in fiscal 2006 revenues.

• Created price structure formulation for all Latin American subsidiaries in order to calculate the selling price for distribution channel and estimate distributor’s price to minimize net gross loss up to 5.5%.

• Provided support to Japanese factories in the areas of: materials resource management, planning and other operations management through the implementation of monthly and weekly reporting resulting in an interactive website among factory, affiliates and regional headquarter decreasing reaction time to 24 hrs.

• Supported and enhanced sales targets of digital image accessories by getting an attachment ratio of 5% and promoted initiatives in order to motivate sales personnel within Latin America.

• Planned and implemented annual budget and monthly forecast to increase revenues, minimize expenses, and increase profits.

• Responsible of product planning support between affiliates and Tokyo global engineering headquarters in order to request and supply designs for new products to be sold in Latin America.

• Designed and coordinated special dealer events and focal product training to support new market development strategies for Miami Exporters achieving a 14% overall increase in revenues in the Caribbean.

• Organized advertising and promotional activities such as Sony’s corporate website, TV commercials, product contests, seminars, hands-on campaigns and dealer promotions.

• Led and promoted product strategy content and concept for the Digital Image website, achieving to maintain the website in first place for three consecutive years on a pan-regional basis. Associate Product Manager March 1999 – December 2001 Information Technology Division, Latin America Region Responsible and accountable for the development of sales of Information Technology products with Miami exporters to Latin American countries.

• Managed and developed of budget plan, market share, competitors’ analysis, and monthly forecast to accomplish the company’s commitment of increasing sales by 10% over prior year.

• Developed and implemented incentive programs for increasing sales volume of Information Technology products.

• Implemented cost-reduction program to reduce inventory levels resulting in a turnover of 10 days on average and shipping costs saving $219 thousand annually.

• Organized and coordinated logistics with distributors to promote products in trade shows and commercial exhibitions.

• Prepared and presented quarterly business reviews covering distribution and sales, market share, key accounts, and operational- promotional budget analysis.

• Negotiated financial and legal aspects of contractual agreements with current and potential customers.

• Procured care and enhancement of the brand when collaborating in promotional activities with customers.

• Liaison with facets of corporate and subsidiary operations including warehouse, manufacturing, exporting, importing, marketing and legal department.

EDUCATION

UNIVERSITY OF MIAMI; Coral Gables, FL

Masters of Business Administration

Major: International Business

UNIVERSIDAD DE LAS AMERICAS-PUEBLA; Puebla, Mexico Bachelor of Business Administration

Major: Finance and Marketing

SKILLS

• FINRA Series 7 and Series 66 Licenses

• Six Sigma Black Belt and Green Certification

• Proficient user of Microsoft Office products (Word, Excel, PowerPoint, Access, Publisher, FrontPage)

• Fluent in English and Spanish

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